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Connect Close to Microsoft Teams

Automate workflows and sync data between Close and Microsoft Teams with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Close & Microsoft Teams?

Intelligent Automation Workflows

Leverage 4 available triggers from Close to execute 12 targeted actions in Microsoft Teams automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Close and Microsoft Teams perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Close and Microsoft Teams for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Close logo

Close

Triggers (4)

New Custom Event

Emit new event when the configured types of events are triggered. See all possibilities

polling
New Lead

Emit new event when a new Lead is created

polling
New Lead Status Change

Emit new event when a Lead's status is changed

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New Opportunity

Emit new event when a new Opportunity is created

polling

Actions (6)

Create Lead

Creates a lead. See the documentation

Custom Action

Makes an arbitrary call to the Close API. See the documentation for all options.

List Lead ID Options

Retrieves available options for the Lead ID field.

List Status ID Options

Retrieves available options for the Status ID field.

Search Leads

Search leads with a given field and word. See the documentation

Update Lead

Updates a lead. See the documentation

Microsoft Teams logo

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

polling
New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

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New Chat

Emit new event when a new chat is created. See the documentation

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New Chat Message

Emit new event when a new message is received in a chat. See the documentation

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New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

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New Team Member

Emit new event when a new member is added to a team. See the documentation

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Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Close trigger → Create/Update in Microsoft Teams

Most Popular
CloseClose

New Custom Event

Microsoft TeamsMicrosoft Teams

Create Channel

When Microsoft Teams trigger → Update Close

Bi-directional
Microsoft TeamsMicrosoft Teams

New Channel

CloseClose

Create Lead

How It Works

1

Connect Apps

Authenticate your Close and Microsoft Teams accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Close and Microsoft Teams with 10 public triggers available for instant updates.

Automated Actions

Execute 18 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Close and Microsoft Teams in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Close and Microsoft Teams with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Microsoft Teams to Close for bidirectional automation

View Integration
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All Close Integrations

Explore all available Close connections

View All Integrations
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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

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Ready to Connect Close & Microsoft Teams?

Join thousands of users automating their workflows with Mazaal AI